Data as of Q4 2025 (Dec 31, 2025)

HHM Wealth Advisors, LLC

โ€ขCIK: 1750086โ€ขFiling: Q4 2025

**HHM Wealth Advisors, LLC** manages $847M across a diversified portfolio of 843 holdings. The strategy shows a significant tilt toward dividend-focused and broad market exposure, evidenced by top positions in SCHD ($137.7M) and SCHB ($132.1M). Further allocations include substantial weightings in SCHG ($113.6M) and SPMD ($45.2M). This structure suggests a core focus on income generation and established market segments.

Total AUM
$845.1M
QoQ Performance
-2.2%
Positions
629
Top 10 Concentration
70.6%
Latest Filing
Q4 2025

Top Holdings Allocation

SCHD
SCHB
SCHG
SPMD
SCHD16.3%
SCHB15.6%
SCHG13.4%
SPMD5.4%
CALF4.0%
SPTS3.8%
SCHF3.1%
VNQ3.0%

๐Ÿ“ˆ Biggest Buys

NDQ
INVESCO QQQ TR
NEW
0.2% of portfolio
NFLX
NETFLIX INC
+904.0%
0.1% of portfolio
VIG
VANGUARD SPECIALIZED FUNDS
+5.9%
2.0% of portfolio
SCHA
SCHWAB STRATEGIC TR
+7.7%
1.5% of portfolio
RTX
RTX CORPORATION
NEW
0.1% of portfolio

๐Ÿ“‰ Biggest Sells

SCHB
SCHWAB STRATEGIC TR
-3.2%
15.6% of portfolio
SCHG
SCHWAB STRATEGIC TR
-3.7%
13.4% of portfolio
SCHD
SCHWAB STRATEGIC TR
-1.4%
16.3% of portfolio
SPMD
SPDR SERIES TRUST
-3.4%
5.4% of portfolio
VNQ
VANGUARD INDEX FDS
-5.3%
3.0% of portfolio

Sector Breakdown

Other87.5%
Technology5.7%
Consumer2.0%
Financial1.2%
Healthcare1.1%
Industrial0.8%
ETF0.6%
Utilities0.4%

๐Ÿšช Exited Positionssold since Q3 2025

UNM
UNUM GROUP
SOLD
$2.4M
โ€”
INVESCO QQQ TR
SOLD
$1.7M
MINT
PIMCO ETF TR
SOLD
$1.5M
โ€”
RTX CORPORATION
SOLD
$663.6K
โ€”
FORTINET INC
SOLD
$473.0K
+651 more exited positions

Changes from Q3 2025

NEW3 new positions
โ†‘50 increased
โ†“90 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023